Ben Bajarin(@BenBajarin):Micron's buildout both in the Idaho fab and their RND investment would not happen if there was some structural foundation to memory. Our visual below on durability of the agreements is why $MU is confident in structural growth for the category.

Ben Bajarin

@BenBajarin

CEO & Principal Analyst @creativestrat. Full-stack tech analysis from semis to software. Advisor to industry leaders. Technologist at heart. Keeper of Bees.

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Ben Bajarin@BenBajarin

2026.08.20 21:36

Micron's buildout both in the Idaho fab and their RND investment would not happen if there was some structural foundation to memory. Our visual below on durability of the agreements is why $MU is confident in structural growth for the category.